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Mutual Advisors’s Unilever UL Stock Holding History

Mutual Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Buy
56,203
+3,456
+7% +$232K 0.07% 272
2025
Q4 		$3.45M Buy
52,747
+1,141
+2% +$76.7K 0.07% 254
2025
Q3 		$3.62M Buy
51,606
+1,453
+3% +$100K 0.08% 238
2025
Q2 		$3.41M Sell
50,153
-4,507
-8% -$316K 0.09% 224
2025
Q1 		$3.85M Sell
54,660
-7,504
-12% -$484K 0.11% 183
2024
Q4 		$3.88M Buy
62,164
+1,756
+3% +$119K 0.11% 174
2024
Q3 		$4.23M Sell
60,408
-1,433
-2% -$99.1K 0.12% 158
2024
Q2 		$4.24M Buy
61,841
+12,440
+25% +$735K 0.13% 158
2024
Q1 		$2.79M Buy
49,401
+7,889
+19% +$437K 0.09% 209
2023
Q4 		$2.26M Buy
41,512
+10,208
+33% +$551K 0.08% 238
2023
Q3 		$1.74M Sell
31,304
-2,986
-9% -$173K 0.07% 285
2023
Q2 		$2.01M Buy
34,290
+1,934
+6% +$115K 0.08% 254
2023
Q1 		$1.89M Sell
32,356
-2,044
-6% -$116K 0.08% 258
2022
Q4 		$1.95M Sell
34,400
-3,409
-9% -$182K 0.09% 234
2022
Q3 		$1.86M Buy
37,809
+25,296
+202% +$1.32M 0.1% 203
2022
Q2 		$645K Buy
12,513
+2,427
+24% +$124K 0.04% 460
2022
Q1 		$517K Buy
10,086
+1,817
+22% +$101K 0.03% 565
2021
Q4 		$500K Buy
8,269
+288
+4% +$17.1K 0.03% 582
2021
Q3 		$487K Buy
7,981
+1,101
+16% +$70.2K 0.03% 547
2021
Q2 		$453K Buy
6,880
+1,105
+19% +$73.5K 0.03% 563
2021
Q1 		$363K Sell
5,775
-5,520
-49% -$352K 0.02% 581
2020
Q4 		$767K Buy
11,295
+2,480
+28% +$168K 0.06% 380
2020
Q3 		$612K Buy
8,815
+4,583
+108% +$306K 0.05% 377
2020
Q2 		$261K Buy
4,232
+621
+17% +$37.1K 0.03% 537
2020
Q1 		$205K Sell
3,611
-48
-1% -$3.01K 0.03% 498
2019
Q4 		$235K Buy
+3,659
New +$243K 0.03% 528

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's UL Position: Q1 2026 in Review

Mutual Advisors increased its Unilever (UL) stake by 6.6% in Q1 2026, buying an estimated $232K and bringing the position to 56,203 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #272.

Mutual Advisors first reported a position in UL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.24M in Q2 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Mutual Advisors held 56,203 shares of Unilever worth $3.2M as of Q1 2026.
  • Mutual Advisors bought 3,456 Unilever shares in Q1 2026, an estimated $232K.
  • Unilever made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #272 holding.
  • Mutual Advisors first reported a position in Unilever in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's Unilever position peaked at $4.24M in Q2 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.